Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dillard is a financial professional with over 5 years of experience in the industry. Jeffrey is currently registered with Clear Street LLC. Jeffrey has previously worked with Robinhood Financial, LLC and Fidelity Brokerage Services LLC. Jeffrey has passed the Series 4, Series 63, Series 7 and SIE exams. Jeffrey holds registrations in New York and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
09/12/2022 - Present
Clear Street LLC (NEW YORK NY)
TX
01/28/2021 - 09/23/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
07/07/2017 - 12/22/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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